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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

366 hedge funds and large institutions have $1.83B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 116 increasing their positions, 158 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+13
Holders Change %
+3.68%
% of All Funds
5.86%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.4%
New
51
Increased
116
Reduced
158
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$37M
2
Renaissance Technologies
Renaissance Technologies
New York
$14.7M
3
SW
SVB Wealth
Massachusetts
$11.6M
4
GVAG
Great Valley Advisor Group
Delaware
$12.5M
5
SWM
SigFig Wealth Management
California
$9.15M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$214M
2
HWM
HB Wealth Management
Georgia
$12M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$102M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$8.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
201
Main Street Financial Solutions
Pennsylvania
$955K -$4.06K -80 -0.4%
APW
202
Acima Private Wealth
Virginia
$955K -$47K -926 -5%
IIA
203
Integral Investment Advisors
California
$951K +$951K +18,719 New
WAP
204
Wealthcare Advisory Partners
Pennsylvania
$947K +$110K +2,172 +13%
TFO
205
Tarbox Family Office
California
$909K -$774K -15,234 -46%
HVP
206
Hudson Value Partners
Florida
$889K -$127K -2,500 -13%
FMP
207
Financial Management Professionals
Texas
$885K +$855K +16,828 +2,867%
IA
208
IFG Advisory
Georgia
$885K -$153K -3,006 -15%
Lido Advisors
209
Lido Advisors
California
$878K +$144K +2,840 +20%
EA
210
Ergawealth Advisors
Illinois
$877K +$120K +2,357 +16%
Wealth Enhancement Advisory Services
211
Wealth Enhancement Advisory Services
Minnesota
$867K +$867K +17,067 New
SWM
212
Seed Wealth Management
Illinois
$851K -$1.86M -36,550 -69%
KAS
213
Kestra Advisory Services
Texas
$838K -$2.92M -57,471 -78%
EFL
214
ERn Financial LLC
Wisconsin
$821K -$1.17M -23,084 -59%
SWP
215
Summit Wealth Partners
Florida
$813K +$87.8K +1,728 +12%
LAS
216
LWM Advisory Services
Florida
$807K -$478K -9,407 -37%
AWM
217
Avaii Wealth Management
Wisconsin
$790K -$37K -729 -4%
WWC
218
Waypoint Wealth Counsel
Georgia
$784K -$87K -1,712 -10%
CA
219
Cetera Advisors
Colorado
$780K -$373K -7,340 -32%
IA
220
IAM Advisory
Pennsylvania
$772K +$4.88K +96 +0.6%
OHIS
221
Oak Harvest Investment Services
Texas
$761K +$761K +14,981 New
SFB
222
STAR Financial Bank
Indiana
$747K -$56.5K -1,113 -7%
MP
223
McDonald Partners
Ohio
$742K – – –
SCG
224
Sonata Capital Group
Washington
$726K – – –
OIA
225
OneDigital Investment Advisors
Kansas
$718K -$58.4K -1,149 -8%
7 8
9
10 11